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SP Jain (Singapore) Presentation - Emerging Technologies, Emerging Markets and Entrepreneurship


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SP Jain (Singapore) Presentation - Emerging Technologies, Emerging Markets and Entrepreneurship

  1. 1. Emerging TechnologiesEmerging MarketsEntrepreneurship<br />Rajesh Jain<br />NetCore Solutions<br />Mumbai, India<br /><br />
  2. 2. Think of India as a Microcosm of Emerging Markets<br />PC and Internet Numbers<br />PCs: 30 million (growing 8+ million / year)<br />Equally split between Homes, SMBs, Large Enterprises+Govt<br />Internet: 60 million (growing 15+ million/year)<br />8 million broadband (256 Kbps) connections<br />50% access from cybercafes<br />Ads: Rs 700 cr (3% of media spend)<br />Transactions: Tickets, Trades, Matrimony<br />Mobile Numbers<br />Red Market<br />100 million users (+10 mn/year)<br />ARPU of $10<br />Non-Voice ARPU of $1.50<br />Mix of Enterprise and Youth<br />Blue Market<br />300 million users (+75 mn/year)<br />ARPU of $2<br />Non-Voice ARPU of $0.05<br />Mix of Urban and Rural<br />SMS Use: 50-60% of base (200+ million)<br />WAP Use: 4-5% of base (15-20 million)<br />2<br />
  3. 3. The Internet-Mobile combo can open up big new Opportunities in Emerging Markets<br />Online Education<br />Mirror World<br />Solve Monetisation Problem for Internet Portals<br />Digital Services Operator<br />Mobile Social Networking<br />Mobile-PC Continuum<br />3<br />
  4. 4. 1. Education: Rs 100 per month, One Hour daily, Learn-to-Learn<br />How can we do it?<br />4<br />
  5. 5. 2. Mirror World: A Virtual Replica of the Real World along Multiple Dimensions<br />Start with maps<br />Add a layer of establishments (buildings, schools, retail outlets, roads, etc.)<br />Overlay this with the voter databases with names of people, their addresses, gender and age<br />Add actual voting numbers<br />Integrate socio-demographic and development data that is available from census, various government sites (and collated by independent companies)<br />Buy contacts lists of people with information of their digital identity (email IDs, mobile numbers)<br />Continuously update database based on user interactions, thus enhancing people profiles<br />5<br />
  6. 6. 3. Interacting with our Real Social Networks<br />(1) PUBLISH (to Web)<br />(2) SUBSCRIBE<br />Globally unique digital identity<br />(3) VIEW and DISCOVERY<br />(4) PUSH DELIVERY<br />6<br />
  7. 7. 4. Solve the Monetisation Problem for Internet Portals<br />The Internet Portals business is about three things:<br />Reach: the raw numbers for a basic free service (on desktop and mobile web)<br />Ads: how to monetise the free services attention via ads<br />More: how the free user can be multi-monetised either through premium products (subscriptions) or via transactions (commerce)<br />Internet Portals have mostly focused only on 1 and 2 <br />Web Ad Revenue is not good enough to cover the costs or to scale operations<br />This limits the portals capability to scale <br />The challenge is to also think about how to build 3<br />7<br />
  8. 8. 5. Digital Services Operators to create Telco-independent ecosystem<br />8<br />Diverse Services to generate Rs 50+ ARPU<br />
  9. 9. 6. A Mobile-PC Continuum with Connected Devices and Services<br /><ul><li>Network-dependent Device-Service Combo
  10. 10. End-to-End Solution
  11. 11. Analogous to Amazon Kindle and iPhone-iTunes-AppStore
  12. 12. Become a Data MVNO
  13. 13. Target top-of-pyramid consumers
  14. 14. Generate higher ARPU
  15. 15. Enriched Experienced across different Verticals
  16. 16. Computing, Reading, Education, Entertainment, Gaming
  17. 17. A Mobile-PC Continuum
  18. 18. Wireless-enabled Network Computers
  19. 19. eReaders
  20. 20. Books
  21. 21. Education
  22. 22. News
  23. 23. Tablets
  24. 24. Browsing
  25. 25. LBS Devices
  26. 26. Tracking: People, Asset, Vehicle
  27. 27. Traffic Alerts
  28. 28. Connected Gaming Consoles</li></ul>9<br />
  29. 29. Learnings of an Entrepreneur:I Wish I Knew Then<br />Watching the Cashflow<br />Keep a watch out for collections <br />Monitor aging reports of debtors<br />Thinking Multi-Monetisation<br />Try out multiple different options<br />Get quick learnings as to what works (and doesn’t)<br />Numbers Discipline (for revenues and costs)<br />Quarterly Reviews<br />Ideally, with external Board Advisors<br />10<br />
  30. 30. 5 Questions for Entrepreneurs<br />Is the Market that we are in Large enough to ensure our growth?<br />Can we ensure that the Base business continues to grow?<br />What are the Boosters that we can add through new ideas / initiatives / recruitments to incrementally grow the current business?<br />Are there Adjacent Markets that we can tap into?<br />What are the Breakthroughs / disruptive innovations that we can do that can create or amplify future growth opportunities - either in the current market or adjacent markets?<br />Think of these as 3B (Base, Boosters, Breakthroughs) +<br />2M (Market large, adjacent Markets)<br />11<br />